Insurance Media Lab announces the launch of its Customer Portal, a new private space for its clients that brings every part of the collaboration together in one place.

The aim of the Customer Portal is to make the collaboration simpler and more transparent, without affecting the existing communication channels with the team. What changes is that everything now lives in one space, available at any time.

What the Customer Portal offers

Through the Portal, every client can:

•       Manage invoices and offers. View, download as PDF and pay.

•       Access their strategy. The content strategy and the questionnaires that help the team create more targeted content are in the same space.

•       Follow the leads from their campaigns. Where advertising campaigns are running, the client can see the leads that result.

•       Book appointments with the team. In just a few clicks.

Feedback that improves results

The most important feature of the Portal concerns how leads are used. For each lead, the Insurance Media Lab partner can indicate whether contact was made, whether there was interest, whether an appointment was set and whether a sale was completed. If they wish, they can also add extra information so that the actual return on investment (ROI) can be calculated.

With this information, the Insurance Media Lab team sees which leads genuinely deliver results and immediately optimises the campaigns so that they bring in more of them. A few seconds from the client translate into better results for their business.

Coming soon

The Customer Portal will be continuously enriched with new features, covering both the collaboration with the team and tools that are useful for the daily work of insurance professionals. The next steps include:

•       Viewing and management of scheduled posts, so that clients have an easy and quick overview of their content.

•       Digital Business Card with the professional's details, for easy networking.

•       Appointment booking system, through which the clients of insurance advisors will be able to book appointments directly with them.

•       Mobile app, for easier access to the portal.

“The Customer Portal was born from a simple idea: everything we do together with our clients should be visible, organised and available at any moment. What matters most, though, is the feedback on leads. The clearer the picture we have of what leads to a sale, the more effective the campaigns we run for each client become,” says Panayiotis Sofocleous, founder of Insurance Media Lab.

About Insurance Media Lab

Insurance Media Lab is the first company in Cyprus and Greece to offer comprehensive marketing and communication services exclusively for the insurance sector. Since 2023 it has supported insurance advisors, intermediaries and insurance companies in social media management, copywriting, video production and email marketing, combining deep knowledge of the sector with a modern, creative approach.